Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Operations Client Service, Associate 2

$41.6k - $60.32k
Full-time

State Street

Who We Are Looking For

The Business Onboarding and Transitions team (BOaT), part of Global Business Integration within Global Delivery, is seeking a motivated, detail‑oriented professional to support the opening and ongoing maintenance of customer custody accounts. This role is well suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service.

Why This Role Is Important to Us

The team you will be joining is part of State Street Global Delivery (SSGD) , which provides asset owners and managers access to essential financial tools that support effective investment solutions. From core custody and fund administration to alternative asset servicing, Global Delivery plays a critical role in supporting our clients’ ability to operate and grow in global markets.

This role directly supports timely account readiness, regulatory compliance, and reliable client outcomes.

What You Will Be Responsible For

As an Operations Client Service – A2 , you will:

  • Act as a point of contact between internal partners and external clients regarding local market requirements for opening securities and cash accounts

  • Prepare, review, and process foreign market account openings and amendments in accordance with established procedures

  • Partner with internal teams, clients, and sub‑custodians to ensure accounts are accurately established and ready for trading

  • Support ongoing market maintenance activities, including periodic market renewals

  • Monitor and maintain reporting related to assigned clients and markets

  • Escalate issues and potential risks to management in a timely manner

  • Assist management in achieving project milestones and meeting delivery timelines

  • Work with clients to ensure required proxy and corporate event documentation is on file

What We Value

The skills and attributes that will help you succeed in this role include:

  • Strong attention to detail and organizational skills

  • Ability to work effectively in a fast‑paced, evolving environment

  • Clear and professional communication skills, with comfort participating in calls with internal and external stakeholders

  • A collaborative mindset and commitment to working as part of a client service team

  • Ability to manage multiple tasks and priorities

Education & Preferred Qualifications

  • Bachelor’s degree required

  • 2+ years of relevant experience in financial services or operations

  • Custody or onboarding experience preferred but not required

Are You the Right Candidate?

We believe diverse perspectives, experiences, and backgrounds strengthen our teams. While each role outlines key requirements, we encourage candidates who demonstrate curiosity, adaptability, and a desire to learn to apply—even if not every qualification is met.

About State Street

What We Do
State Street is one of the world’s largest custodian banks, asset managers, and asset‑intelligence companies. For more than 200 years, we’ve helped clients safeguard and steward assets through innovative service, data & analytics, trading, and investment management solutions.

Work, Live, and Grow
We strive to create a supportive and inclusive workplace with competitive benefits, flexible work arrangements, and development programs designed to help employees grow and succeed.

Inclusion, Diversity & Social Responsibility
We value the diverse backgrounds and perspectives of our employees and are committed to fostering an inclusive environment where everyone can thrive. State Street is an equal opportunity and affirmative action employer.

Learn more at StateStreet.com/careers

Salary Range:

$41,600 - $60,320 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit .

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Operations Client Service, Associate 2 in Quincy, MA vacancy
  • $75k - $85k

     ...This role is for one of our clients in Charlestown. To view other...  ...jobs.lead-advisor.com Client Service Associate Our client is an established...  ...new business, administrative, operations and compliance support · Schedule...  ..., MA $70,000.00-$80,000.00 2 weeks ago Boston, MA $65,000... 
    Operations
    Full time
    Work at office

    Lead Advisor

    Boston, MA
    3 days ago
  • $42.8k - $53.5k

     ...Client Services Associate The Client Services Representative is responsible for responding to and resolving...  ...and the patient. The incumbent operates in a supportive function within the fast...  ...Diploma or General Education Degree (GED) ~2+ years of experience in a role where... 
    Operations
    Work at office

    Foundation Medicine

    Boston, MA
    1 day ago
  • $64.1k - $88.1k

     ...We’re a diversified financial services leader with more than $1.5...  ...small business and institutional clients. We are a longstanding leader...  ...a Registered Client Service Associate, you will provide dedicated...  ...Family Group Business Support & Operations Line of Business AAG... 
    Operations
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, LLC

    Hingham, MA
    3 days ago
  • $60k - $65k

     ...middle-market investment bank and full service broker-dealer. With roots tracing...  ...The firm is seeking a Registered Client Service Associate to join our Private Client Division in...  ...Advisors in sales, marketing and day-to-day operations of a growing wealth management... 
    Operations
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    17 days ago
  •  ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle... 
    Operations

    Phaxis

    Boston, MA
    1 day ago
  • Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team...  ...Financial Advisors with advanced administrative and operational needs Assist with client events and marketing initiatives... 
    Operations

    Ashton Thomas Private Wealth

    Boston, MA
    4 days ago
  • $60k - $70k

     ...We believe our best work happens when we’re together. AV operates as a 5-day-a-week, in-office culture because collaboration...  ...mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting... 
    Operations
    Work at office
    Immediate start
    Flexible hours

    Alumni Ventures

    Boston, MA
    3 days ago
  • $58.5k - $99.5k

     ...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through... 
    Operations
    Full time
    Temporary work
    Work at office
    Flexible hours

    Knights of Columbus 1039

    Boston, MA
    18 hours ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm...  ...management support to our clients and operational support to advisor teams. The ideal candidate...  ...~ BA/BS degree required ~2-3 years of relevant experience ~ Strong... 
    Work at office

    Vodia Ventures

    Boston, MA
    4 days ago
  • $70k

     ...Client Service Associate (December 2026 Graduates) Boston, Massachusetts, United States Guidepoint...  ...and attention to detail define how we operate Team committed to developing talent...  ...Backed by a global network of more than 2 million experts and over 1,600 employees... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Flexible hours

    Guidepoint

    Boston, MA
    3 days ago
  • $50k - $55k

     ...middle-market investment bank and full service broker-dealer. With roots tracing back...  ...Job Description The firm is seeking a Client Service Associate to join our Private Client Division in...  ...5 (or 66) ~ Bachelor's preferred ~1-2 years financial services/fixed Income... 
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    2 days ago
  •  ...Job Description We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide...  ...completion of required client work. • Apply established operating procedures to complete production tasks with accuracy, consistency... 
    Long term contract
    Temporary work
    Work at office

    Robert Half

    Boston, MA
    17 days ago
  •  ...Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of... 
    Temporary work
    Worldwide

    Winston Flowers

    Boston, MA
    12 days ago
  • $31.2k - $90k

     ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    a month ago
  • $60k - $80k

     ...Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client...  ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our... 
    Local area
    Flexible hours

    Cerity Partners

    Boston, MA
    18 hours ago
  • $60k - $65k

     ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing... 
    Work at office
    Local area

    Waverly Advisors, LLC

    Boston, MA
    3 days ago
  •  ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment...  ...provide a high level of service and engagement Perform operational and administrative tasks in support of Financial Advisors'... 
    Work at office

    SDL Search Partners

    Boston, MA
    1 day ago
  • Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis... 
    Internship
    Work at office

    Guidepoint

    Boston, MA
    18 hours ago
  • Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    4 days ago
  • $50k

    BAYADA Home Health Care in Canton, MA is seeking an Associate to join our Medicare certified Home Health...  ...This role involves providing superior customer service, supporting referral management, and coordinating client services. Candidates should ideally possess a Bachelor... 
    Work at office

    BAYADA Home Health Care

    Canton, MA
    4 days ago
  •  ...Member Associate Fit Factory is a 6 location health club brand. We are a full service health club with a luxury studio experience. We provide an incredible value for...  ...customer service, and assisting in day-to-day operations. This role is perfect for someone who loves... 
    Operations
    Seasonal work
    Flexible hours
    Weekend work
    Afternoon shift

    Fit Factory

    Braintree, MA
    4 days ago
  • $70k - $80k

     ...Client Treasury Senior Associate Boston, Massachusetts, United States; Chicago, Illinois...  ...fund administration services for Managers and General Partners...  ..., to help scale their fund operations rapidly and efficiently....  ...Finance related field ~1-2 years of experience in a full... 
    Operations
    Full time
    Work at office
    Flexible hours

    Standish Management

    Boston, MA
    1 day ago
  • $60k - $70k

    Overview We are seeking a Client Reporting Associate to join our Boston office. This...  ...a key liaison to the Client Service Team, and help design and implement efficient operational workflows and procedures. This...  ...environment. Preferred Background 1-2 years of experience in... 
    Operations
    Work at office

    Atlantic Group

    Boston, MA
    4 days ago
  • $65k - $80k

     ...investment portfolios for its clients tapping into its deep...  ...The Client Onboarding Associate located in Boston will...  ...within our Client Operations team. This role is client...  ...hand-off to Client Service team once account opening...  ...Attributes Prior experience (2-4 years) in investment... 
    Operations
    Temporary work
    Work at office
    Flexible hours

    Partners Capital

    Boston, MA
    2 days ago
  •  ...a global professional services company with leading capabilities...  ..., Technology and Operations services—all powered by...  ...every day, serving clients in more than 120 countries...  ...solutions.Minimum of 2 years of experience working...  ...work experience. If an Associate's Degree, 3 years of... 
    Operations
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Boston, MA
    18 hours ago
  • $29 - $33 per hour

     ...fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors...  ...of metrics – including size, growth, service quality, technology, succession...  ...Job Summary: The Service Operations Associate I is a critical operational role within... 
    Operations
    Full time
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Boston, MA
    18 hours ago
  •  ...global leader in the language services and technology industry? Are...  ...that allow them to communicate, operate and sell their products and...  ...services. All services and client partnerships are aided by best...  ...position of the Client Services Associate is responsible for serving as... 
    Permanent employment
    Full time
    Internship
    Local area

    TransPerfect

    Boston, MA
    18 days ago
  • $22 - $25 per hour

     ...Job Description Job Description Field Service Associate GENDA Americas, is the leading...  ...available. Requirements: ~*Minimum 2 years of electronics or mechanical repairs...  ...One of North America’s leading arcade operators and amusement solutions providers, offering... 
    Operations
    Hourly pay
    Work at office
    Relocation package
    Flexible hours

    Genda Americas

    Norwood, MA
    4 days ago
  •  ...Guest Services Staff - Bowery Presents MA | The Sinclair, Royale, Roadrunner...  ...the communities in which we operate; and minimize our impact on...  ...nights and weekends 2. Guest Services Staff Summary...  ...proactively monitor and engage with VIP clients to provide the highest quality... 
    Operations
    Work experience placement
    Work at office
    Worldwide
    Flexible hours
    Night shift

    AEG Worldwide

    Boston, MA
    1 day ago
  • $60k

    The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business...  ...Experience (years and type of experience): 2 years’ experience in the insurance...  ...unlawful, and all persons involved in the operations of the firm are prohibited from engaging... 
    Operations
    Full time
    Contract work
    Work at office
    Local area

    The Baldwin Group

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Client Service, Associate 2. Be the first to apply!